E*Trade Capital Management, LLC
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About this Advisor
Shannon Bene is a certified financial planner in New York, New York. Currently an investment advisor at E*Trade Capital Management, LLC, they have accrued 18 years of practice as a registered investment advisor. Bene maintains Series 63 and Series 66 licenses, designating the advisor as a securities representative. Bene can advise clients in Oregon. The advisor has gained experience at Fidelity Brokerage Services Inc, Td Ameritrade, E*Trade Capital Management LLC and E*Trade Securities LLC. E*Trade Capital Management, LLC is headquartered in New York, New York, and has 33 brick-and-mortar locations across the United States. The amount of assets the firm manages makes it one of the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 29,958 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. E*Trade Capital Management, LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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E*Trade Capital Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Shannon Bene Work History
Shannon has 18 years of experience.
E*Trade Capital Management LLC
E*Trade Securities LLC
Fidelity Brokerage Services Inc
Shannon Bene has no disclosures.
Please visit their SEC profile for more details.